+227.5%
LOW vs PAYC
+358.9%
-131.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | -3.7% | -5.5% | +1.8% | -2.4% |
| 30D | -8.9% | +3.8% | -12.6% | -9.8% |
| 3M | -10.4% | +65.8% | -76.2% | -21.7% |
| 6M | -19.4% | +68.7% | -88.1% | -30.6% |
| YTD | -17.1% | +38.3% | -55.5% | -25.3% |
| 1Y | -26.3% | -2.4% | -23.9% | -27.4% |
| 3Y | -9.9% | -21.5% | +11.7% | -10.8% |
| 5Y | +6.1% | -52.7% | +58.8% | +16.5% |
| All | +227.5% | +358.9% | -131.3% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling